Edward Lombard is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining Raymond James in 2021, he worked for Ameriprise Financial Services for eight years. He is also actively involved as a financial advisor with Agility Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs through a large network of advisors.

Carter Day is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes a variety of roles outside the financial sector, such as driving for Amazon Flex and DoorDash, as well as a position at Davies Houser & Secrest CPA, P.A. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Brian Miller is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill and Bank of America since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Ludwig is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill since 2015 and Bank of America since 2018. Outside of his advisory role, Ludwig works part-time as a freight associate at The Home Depot. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Timothy Corgan is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Merrill since 2006. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chad Gullett is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Fidelity divisions since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Ernest Burnett III is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held various positions including roles at the University of North Florida and Thundercloud Gun Club. His background includes experience outside the financial industry, such as working at a university gym and a gun club. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zaige Matthews is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Matthews held roles at Shaner and J. Kish and has a background working in both financial services and education. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Andrew Granese is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity in 2024, he held various roles at Starbucks Coffee Company and Walgreens. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. Its investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, supporting discretionary and non-discretionary advisory solutions.

Robert Burge is a financial advisor at Merrill with over 31 years of industry experience. He has been with Merrill since 2010 and holds Series 63 and Series 65 licenses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeremy Stanberry is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and previously worked at Brandon Thomas State Farm Agency and O'Reilly Auto Parts. Outside of his advisory role, he has worked as a retail employee at O'Reilly Auto Parts. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Shawn Chapman is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at both Bank of America and Merrill since 2017. Prior to that, he spent two years at the U.S. Office of Personnel Management. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Robert Garrido Lecca is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes roles at Fidelity Brokerage Services, LLC, Bank of America, and Pro-Vigil Surveillance Services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to serve its clients, along with formal oversight and governance procedures.

Charles Taylor is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, JP Morgan Chase & Co., and a period of self-employment. Based in Jacksonville, FL, Taylor has been with Merrill and Bank of America since 2022. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad range of financial products and services beyond standard managed accounts.

Ian Sneed is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Furlow is a financial advisor at Merrill with 24 years of industry experience and holds Series 63 and Series 66 licenses. He has been with Merrill since 2005. Outside of his advisory role, he performs as a saxophonist for a wedding band. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Xhoel Gjata is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes positions at Bank of America, Year Up, and Uber Eats. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

John Curls III is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2014 and concurrently works with Vystar Credit Union since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research and model portfolios.

Adam Russell is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2015. Outside of his advisory role, he is an owner of a family business in Jacksonville, Florida. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bryan Shore is a financial advisor with Thrivent Investment Management in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. He previously worked at Scottrade, Inc. for 10 years before joining Thrivent in 2018. Outside of his advisory role, he occasionally lists a personal vehicle for rent through the platform Turo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers comprehensive written recommendations on various financial topics and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan.”